Citely by Datics AI
Investors ask about a company or the market and get an answer that cites its sources.
Investors ask in plain words and get answers from your platform's own data first, each citing the filing, news story or post it came from, so they can check it before they act.
Built into your codebase and shipped under your name, on an engine we license to you.
keelstone.example/research
Keelstone Invest · Citely
DemoWhy did Halvorsen Foods drop this week?
Answer with 3 sources
- From the platform's own filings and news first
- Each source linked under the answer
- Forecasts declined, facts offered instead
Platform data firstEvery claim citedThe investor decides
Try it step by stepIllustrative demo on a fictional firm. Not client work.
Try it step by step
Citely on a fictional firm.
Keelstone Invest (fictional). Step through the conversation, then see what Citely hands back, the way your Build Sprint would build it on synthetic data.
keelstone.example/research
Keelstone Invest · Citely
DemoStep 1 of 5
Illustrative demo on a fictional firm. Not client work.
What it hands back
keelstone.example/research
Research answer · Halvorsen Foods
Keelstone Invest · research chat
- Cause
- Full year guidance cut · quarterly filing p. 3
- Done
- Coverage
- 2 news stories the same day · linked
- Done
- Sentiment
- Posts mostly negative since Tuesday · sampled
- Done
- Forecast asked
- Declined · facts offered instead
- Check
- Web research
- Not needed · platform data was enough
- Done
Every claim cites its source. Information, not investment advice.
Illustrative demo on a fictional firm. Not client work.
What it does
What Citely can do.
A research chat over your platform's own market data, filings, news and social posts, with an index per kind of source and a knowledge graph for context, citing the filing, story or post behind every answer.
Live data pipelines
Prices, fundamentals, filings, news, social posts and macro indicators, with scheduled jobs for slower data.
An index per source
Filings, news and posts indexed apart, so answers can name the kind of source.
Knowledge graph
Companies, events and market factors linked, so an answer can explain how they connect.
Citations in every answer
The filing, story or post behind each answer, previewed in the chat.
How it works
Pipelines keep market data, filings, news and posts current; each kind of source has its own search index, and a knowledge graph links companies and events. The model writes the answer from what was retrieved and cites it, with web research only as a fallback.
Built on a cited research data layer we have built for a live retail investing app.
Cosmic AI
Investing apps · Cited research
Investors get answers that cite the filing, news story or post behind them
Filings, news, social posts and market data sat on different sites. Now one chat answers from all of them and cites the source behind each answer.
Cosmic AI
Investing apps · Agents to orders
Retail investors go from research to a confirmed order in one conversation
Investors juggled data, news and a separate broker. Now agents research and prepare each trade in chat, and nothing is placed until they confirm.
Cosmic AI
Cosmic AI · Plain English analytics
Business teams ask their databases plain English questions without data leaving their network
Answers used to wait on an analyst. Now teams ask in plain English, and the copilot answers inside their network with the SQL shown.
Why it sells
What Citely does for your business.
What your firms get, and what it does for your renewals and pricing.
Answers users trust
Every claim has a source, so investors check instead of doubt.
A reason to stay
Research in the app means fewer trips to other sites.
A paid tier
Deeper research and more sources on premium plans.
Controls
What Citely touches, and who approves.
Your firms' data is not used to train models for anyone else and stays in your cloud. Built and tested on synthetic or test data.
Who uses it
Retail investors, analysts, research teams
What it connects to
Your market data providers, filings, news and social sources
What a person approves
Answers inform; the investor decides, and forecasts are declined
Switch per firm
On or off for each firm, with data settings their admins control.
How to get it
Two steps to a finished Citely.
Start with a three-week Build Sprint. Add more only if you want it.
First · Build Sprint · $10,000 fixed
Investors get answers they can check
- An index per source
- Citations in every answer
- Live data pipelines
- In your staging, behind a feature flag
- Delivered as pull requests
- A test set your team reviews
- Week 1Setup
- Weeks 2 to 3Build
- You getCitely in your staging and a fixed production quote
- Your time
- About 2 to 3 hours a week from a product owner
- Data
- Synthetic or test data, never your firms' customers
- The fee
- Counts toward production
Then · Live in production
A finished product, yours to run
- Fixed quote
- Tested before launch
- Switch per firm
- A finished, working Citely in your product
- Runs in your cloud, under your name
- Fixed quote, agreed before we start
Optional · Add more later
Only if you want it
More of Citely:
- Knowledge graph
Another module:
- Each one quoted on its own
- Nothing ongoing unless you ask
Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.
FAQ
Questions about Citely.
Does it give investment advice?
No. It explains what the sources say and cites them; it declines forecasts and leaves decisions to the investor.
Which data sources can it use?
The providers you license. We have worked with Financial Modeling Prep, Yahoo Finance, news APIs and posts from X, Reddit and StockTwits.
See Citely on your own product.
Bring your product and one workflow. In 30 minutes we look at where Citely fits, what it would cost to serve and what your firms' security review will ask.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.